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Our Team

What We Do
Help You Reach Your Personal and Financial Goals

Whether you’re a new investor, preparing for retirement, or creating your legacy, you deserve to work with mission-driven financial professionals. We couldn’t be more honored to serve clients who have entrusted us with their assets, their confidence, and their financial futures.

Start Building Your Roadmap
Joseph Mooshi, MBA MSF<br/><sup>Founder, Managing Director - Wealth advisor</sup>

Joseph Mooshi, MBA MSF
Founder, Managing Director - Wealth advisor

Joseph Mooshi is founder, Managing Director and Wealth Advisor with Mooshi Wealth Planning & Management. As a Wealth Advisor Joseph’s focus is on the client and their family. Joseph takes a personal and holistic view to help his clients in planning and investing to ensure that they reach their personal and financial goals. In his role as a Wealth Advisor, Joseph acts as a fiduciary to place client’s best interest first and enjoys the relationships he has built with clients as well as their families and friends.

Joseph has over 18 years of experience in the financial service industry. Prior to founding Mooshi Wealth Planning and Management, he was...

Who We Are
Meet The Team

Joseph Mooshi

Joseph Mooshi, MBA/MSF

Founder, Managing Director & Wealth Advisor

(248)230-8116

Sara Semma

Sara Semma

Director of Operations, Senior Vice President

248-230-8116

248-230-8116

Antonio Shamo

Antonio Shamo

Wealth Associate, Assistant Vice President

248-230-8116

248-230-8116

Jacob Ayar

Jacob Ayar

Wealth Associate, Assistant Vice President

248-230-8116

248-230-8116

Julian Semma

Julian Semma

Wealth Associate, Assistant Vice President

248-230-8116

248-230-8116

Our Process
Let’s Build Confidence
In Your Investment Approach 

Build a Plan

We’ll begin by reviewing your financial documents, risk tolerance, and objectives.

Present Plan

Our team will present financial strategies designed to match your investor profile.

Optimize Plan

Life changes? Market volatility? Let us manage the bumps in the road.

Contact Us
Let Us Know How
We Can Help You Today

The best way to get started is with a short introductory phone call with no cost or obligation to you. Are you interested in setting one up? Let us know how to reach you, and we’ll connect soon.

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